Latest Institutional Sells of Ishares Core S&P 500 ETF (IVV)
This list provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 2.59% |
$1.99M - $2.23M
|
160K
$84.8M
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.22K- 18.84% |
$1.98M - $2.22M
|
18.2K
$9.64M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.19K- 4.52% |
$1.97M - $2.2M
|
88.5K
$46.9M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.18K- 3.99% |
$1.96M - $2.19M
|
100K
$53.2M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.13K- 3.45% |
$1.94M - $2.17M
|
116K
$61.3M
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-4.12K- 26.74% |
$1.94M - $2.17M
|
11.3K
$5.98M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.11K- 21.52% |
$1.93M - $2.16M
|
15K
$7.94M
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4.07K- 7.21% |
$1.91M - $2.14M
|
52.3K
$27.7M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.03K- 12.73% |
$1.89M - $2.12M
|
27.6K
$14.6M
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.02K- 5.38% |
$1.89M - $2.11M
|
70.7K
$37.4M
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-4.01K- 1.73% |
$1.88M - $2.11M
|
228K
$121M
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-4.01K- 3.58% |
$1.88M - $2.11M
|
108K
$57.2M
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-3.98K- 0.9% |
$1.87M - $2.09M
|
437K
$232M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.98K- 7.6% |
$1.87M - $2.09M
|
48.4K
$25.7M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 12.01% |
$1.86M - $2.08M
|
29K
$15.4M
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.94K- 22.7% |
$1.85M - $2.07M
|
13.4K
$7.12M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-3.9K- 90.7% |
$1.83M - $2.05M
|
400
$212K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-3.88K- 3.43% |
$1.82M - $2.04M
|
109K
$58M
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.88K- 8.28% |
$1.82M - $2.04M
|
43K
$22.8M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-3.88K- 55.03% |
$1.82M - $2.04M
|
3.17K
$1.68M
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.88K- 3.02% |
$1.82M - $2.04M
|
124K
$65.9M
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-3.82K- 1.29% |
$1.79M - $2.01M
|
293K
$155M
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.73K- 4.0% |
$1.75M - $1.96M
|
89.4K
$47.4M
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-3.72K- 3.25% |
$1.75M - $1.96M
|
111K
$58.7M
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.63K- 36.08% |
$1.7M - $1.91M
|
6.43K
$3.41M
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 27.86% |
$1.7M - $1.9M
|
9.35K
$4.96M
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-3.6K- 1.65% |
$1.69M - $1.89M
|
214K
$114M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.57K- 4.57% |
$1.68M - $1.88M
|
74.4K
$39.4M
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-3.57K- 15.48% |
$1.67M - $1.87M
|
19.5K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.56K- 4.32% |
$1.67M - $1.87M
|
78.9K
$41.8M
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 4.82% |
$1.64M - $1.84M
|
69.1K
$36.6M
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-3.45K- 40.8% |
$1.62M - $1.82M
|
5.01K
$2.66M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.41K- 4.39% |
$1.6M - $1.79M
|
74.4K
$39.4M
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.4K- 9.4% |
$1.6M - $1.79M
|
32.8K
$17.4M
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.39K- 8.07% |
$1.59M - $1.78M
|
38.6K
$20.4M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.37K- 38.61% |
$1.58M - $1.77M
|
5.37K
$2.84M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.35K- 13.26% |
$1.57M - $1.76M
|
21.9K
$11.6M
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.29K- 1.66% |
$1.54M - $1.73M
|
195K
$103M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.28K- 57.28% |
$1.54M - $1.73M
|
2.45K
$1.3M
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.28K- 2.67% |
$1.54M - $1.72M
|
119K
$63.2M
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 21.86% |
$1.53M - $1.72M
|
11.7K
$6.18M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.26K- 5.68% |
$1.53M - $1.72M
|
54.2K
$28.7M
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.23K- 3.6% |
$1.52M - $1.7M
|
86.6K
$45.9M
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.2K- 25.52% |
$1.5M - $1.68M
|
9.34K
$4.95M
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.18K- 13.81% |
$1.49M - $1.67M
|
19.8K
$10.5M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.11K- 8.15% |
$1.46M - $1.64M
|
35.1K
$18.6M
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.03K- 33.77% |
$1.42M - $1.59M
|
5.94K
$3.15M
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.01K- 6.74% |
$1.41M - $1.58M
|
41.7K
$22.1M
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3K- 5.44% |
$1.41M - $1.58M
|
52.2K
$27.6M
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2.98K- 43.33% |
$1.4M - $1.57M
|
3.9K
$2.07M
|